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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,688 | $39,132+139.4% | $57,196+63.8% | $62,881+49.0% |
| Participation rate | 94.3% | 70.5%+23.8pp | 75.3%+19.0pp | 69.3%+25.0pp |
| Annual return | 5.46% | 9.24%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,053 | $1,874-43.8% | $2,683-60.8% | $2,281-53.8% |
| Participant deferral / active EE | $1,797 | $2,374-24.3% | $3,096-41.9% | $3,203-43.9% |
| Admin fee / account holder | $6,082 | $2,594+134.5% | $3,141+93.6% | $4,296+41.6% |